+1,059.7%
APH vs CNH
+162.8%
+897.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.2% | -0.5% |
| 7D | +5.0% | +23.3% | -18.3% | -2.7% |
| 30D | -3.9% | +33.5% | -37.3% | -13.6% |
| 3M | +13.0% | +32.7% | -19.7% | +1.1% |
| 6M | +25.2% | +22.2% | +3.0% | +14.5% |
| YTD | +22.9% | +57.7% | -34.8% | +1.8% |
| 1Y | +47.8% | +28.0% | +19.9% | +31.6% |
| 3Y | +283.0% | +11.5% | +271.5% | +246.6% |
| 5Y | +349.7% | +11.9% | +337.8% | +292.8% |
| All | +1,059.7% | +162.8% | +897.0% | +612.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling